CUSIP 14020Y888ULTRA SHORT INCOCGUIQ4 2025
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43 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 1.12M | $28.29M | +51.8K | Added |
| 2 | Lpl Financial LLC | 889.1K | $22.50M | +541.7K | Added |
| 3 | Tribridge Partners Financial LLC | 258.9K | $6.55M | +41.5K | Added |
| 4 | Wealthcare Advisory Partners LLC | 201.8K | $5.11M |
| +201.8K |
| New |
| 5 | Kensington Asset Management, LLC | 184.9K | $4.68M | +73.0K | Added |
| 6 | Bank Of New York Mellon Corp | 164.3K | $4.16M | +164.3K | New |
| 7 | Osaic Holdings, Inc. | 160.2K | $4.05M | +55.6K | Added |
| 8 | Steward Partners Investment Advisory, LLC | 150.7K | $3.81M | +12.4K | Added |
| 9 | Capital Group Private Client Services, Inc. | 142.2K | $3.60M | −4.9K | Reduced |
| 10 | Capital International Investors | 105.0K | $2.66M | +30.0K | Added |
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